UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IPG
451
DELISTED
Interpublic Group of Companies
IPG
| $259M | 0.04% |
9,262,642
+1,407,834
| +18% | +$36.3M |
|
452
Royal Caribbean
RCL
$87.6B
| $258M | 0.04% |
798,045
-44,629
| -5% | -$14.9M |
|
453
Realty Income
O
$58.5B
| $258M | 0.04% |
4,237,021
+1,430,394
| +51% | +$83.3M |
|
454
TKO Group
TKO
$13.7B
| $257M | 0.04% |
1,274,142
+307,000
| +32% | +$56.1M |
|
455
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
| $257M | 0.04% |
6,746,792
+344,834
| +5% | +$12.8M |
|
456
PACCAR
PCAR
$70.2B
| $256M | 0.04% |
2,608,601
+581,986
| +29% | +$57.4M |
|
457
iShares US Real Estate ETF
IYR
$4.67B
| $255M | 0.04% |
2,629,235
+874,441
| +50% | +$84.1M |
|
458
CALL
Citigroup
C
$231B
| $254M | 0.04% |
2,499,577
-630,234
| -20% | -$59.8M |
|
459
SPDR Gold MiniShares Trust
GLDM
$28.9B
| $253M | 0.04% |
3,315,804
+259,066
| +8% | +$17.8M |
|
460
CALL
Box
BOX
$4.43B
| $253M | 0.04% |
7,847,528
| – | – |
|
461
Carlyle Group
CG
$17.9B
| $253M | 0.04% |
4,037,257
+407,493
| +11% | +$25.5M |
|
462
iShares MSCI Brazil ETF
EWZ
$9.14B
| $253M | 0.04% |
8,157,639
-5,900,152
| -42% | -$169M |
|
463
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| $253M | 0.04% |
2,508,580
+99,623
| +4% | +$10M |
|
464
Kimberly-Clark
KMB
$37.3B
| $252M | 0.04% |
2,027,327
-338,840
| -14% | -$43.8M |
|
|
PSKY
465
Paramount Skydance Corp
PSKY
$9.8B
| $251M | 0.04% |
+13,287,677
| New | +$210M |
|
466
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
| $251M | 0.04% |
2,100,257
-91,241
| -4% | -$10.9M |
|
467
CALL
JPMorgan Chase
JPM
$955B
| $251M | 0.04% |
795,150
+55,530
| +8% | +$16.5M |
|
468
PUT
Snowflake
SNOW
$110B
| $251M | 0.04% |
1,111,700
+136,600
| +14% | +$29.3M |
|
469
CALL
Baidu
BIDU
$37.7B
| $250M | 0.04% |
1,900,191
+1,699,835
| +848% | +$168M |
|
470
Cummins
CMI
$89.7B
| $250M | 0.04% |
592,817
-293,837
| -33% | -$113M |
|
471
Cigna
CI
$71.5B
| $250M | 0.04% |
868,236
+44,907
| +5% | +$13.3M |
|
472
Stellantis
STLA
$21.2B
| $250M | 0.04% |
26,756,152
-3,556,514
| -12% | -$34M |
|
473
CALL
Jabil
JBL
$35.5B
| $249M | 0.04% |
1,147,900
+19,900
| +2% | +$4.33M |
|
474
Arch Capital
ACGL
$33.8B
| $248M | 0.04% |
2,738,518
+987,398
| +56% | +$88.5M |
|
475
Verisk Analytics
VRSK
$24.6B
| $248M | 0.04% |
987,011
+526,508
| +114% | +$145M |
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,170 new, 4,190 increased, 4,491 reduced and 1,076 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,170 new positions and closed 1,076 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.